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Nasdaq - Delayed Quote USD

FullerThaler Behavioral Sm-Cp Eq Inv (FTHNX)

42.44
+1.00
+(2.41%)
At close: 8:01:01 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
1,000
Min Subsequent Investment
100,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • ADP Access Open Fund Architecture
  • Vanguard TF
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small capitalization companies based in the U.S. The fund managers consider a company to be based in the U.S. if it is publicly traded in the U.S. and it satisfies one or more of the following additional criteria: it is incorporated in the U.S., it is headquartered in the U.S., its reported assets are primarily located in the U.S., or it derives the majority of its revenue from the U.S.

Fund Overview

Category Small Blend
Fund Family FullerThaler
Net Assets 9.65B
YTD Return -7.08%
Yield 0.44%
Morningstar Rating
Inception Date Sep 08, 2011

Performance & Risk

YTD Return -7.64%
5y Average Return 16.19%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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